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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $850 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,667 | $72,177+6.2% | $115,038-33.4% | $59,633+28.6% |
| Participation rate | 97.8% | 72.6%+25.3pp | 81.4%+16.5pp | 68.7%+29.2pp |
| Annual return | 3.97% | 12.02%-8.0pp | 26.14%-22.2pp | 2041.45%-2037.5pp |
| Employer contribution / active EE | $3,649 | $2,841+28.4% | $4,608-20.8% | $2,203+65.7% |
| Participant deferral / active EE | $11,217 | $4,783+134.5% | $6,026+86.1% | $3,192+251.4% |
| Admin fee / account holder | $7 | $4,927-99.9% | $8,175-99.9% | $4,297-99.8% |